A real-time investment tracking dashboard for a venture capital firm managing $200M in assets.
TrueNorth was tracking their portfolio performance using a combination of spreadsheets, email threads, and a basic CRM. As their portfolio grew to 30+ companies, they needed a centralised dashboard with real-time data from multiple sources — bank feeds, CRM data, and portfolio company metrics.
We built a custom dashboard using a custom full-stack application with PostgreSQL database with time-series extensions. The system integrates with Plaid for bank data, Salesforce for CRM data, and a custom API for portfolio company reporting. Real-time updates are powered by WebSocket broadcasting.
The dashboard reduced the quarterly reporting process from 2 weeks to 2 hours. Partners can now see portfolio performance in real time, and the automated data ingestion eliminated manual data entry errors that had previously caused significant issues during fundraising.